Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - March inkluderar First Trust Advisors Lp, Capasso Planning Partners LLC, Triad Wealth Partners, LLC, Atria Investments Llc, Defined Financial Planning LLC, Park Avenue Securities Llc, Buck Wealth Strategies, LLC, Envestnet Asset Management Inc, LifeWealth Investments, LLC, Harvest Investment Services, LLC, Raymond James Financial Inc, Farther Finance Advisors, LLC, och Integrity Financial Corp /WA .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 830 | 91,22 | 91 | 95,65 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 58 893 | 1 892 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 93 795 | 4,72 | 3 013 | 7,26 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 60 968 | 59,28 | 1 958 | 63,17 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 7 188 | 231 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 000 | 11,11 | 32 | 18,52 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 997 | 32 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 213 | 71 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 6 677 | 214 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 5 461 | 15,90 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 7 354 | 53,95 | 236 | 58,39 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32 820 | 11,90 | 1 054 | 14,69 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 076 | 2,03 | 227 | 4,61 | ||||
| 2025-08-14 | 13F | UBS Group AG | 857 | 9,17 | 28 | 12,50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 173 960 | 15,36 | 5 588 | 18,14 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 25 690 | 826 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 088 | 67 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12 870 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29 604 | 13,65 | 1 | |||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 100 722 | 52,75 | 3 235 | 56,51 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 61 676 | 1 981 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 41 182 | 8,43 | 1 323 | 11,00 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 8 400 | 270 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 25 343 | 8,11 | 814 | 10,75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 12 563 | 118,15 | 404 | 123,89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 24 406 | 52,33 | 784 | 55,98 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 26 469 | 850 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 41 937 | 3,97 | 1 352 | 6,96 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8 252 | 265 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 167 444 | 5 378 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 18 806 | 0,75 | 604 | 3,25 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 110 385 | 56,50 | 3 546 | 60,33 |
